Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
2.94%
6 Months
14.94%
19.15%
1 Year
8.00%
14.85%
3 Years
—
14.64%
5 Years
—
—
Since Inception
8.49%
15.52%
Fund Age
14 mo
3 yrs 3 mo
AUM
₹41.73 Cr
₹213.16 Cr
Alpha – 1 Year
5.02%
10.13%
Alpha – 3 Years
—
2.55%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
27.44%
28.62%
Volatility – 3 Years
—
24.62%
Beta – 1 Year
1.39
1.48
Beta – 3 Years
—
1.33
Sharpe Ratio – 1 Year
0.20
0.43
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
12.87%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.11%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.08%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
33
Portfolio P/E
37.54
—
Top 5 Holdings
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%